Lead Analyst, Financial Planning and Strategy

1 month ago

Oakville, Ontario, Canada Liberty Utilities Full time
Job Summary

The Lead Analyst, Financial Planning will play a key role in supporting business unit leaders and Senior Management in strategic and tactical decision-making. This high-impact, visible role offers an exciting opportunity to engage in enterprise-wide information flow and participate in strategic corporate finance decisions.

Key Responsibilities
  • Manage the annual 5-year planning process and monthly forecasting process.
  • Develop and maintain current year and long-term corporate models, as well as Utility Level planning models.
  • Evaluate the impact of strategic initiatives, investments, various financing structures, and other sensitivity analyses either at the Corporate, Regulated Utility, and/or Functional Department level.
  • Participate actively in forecasting including monthly forecasts, quarterly updates, providing recommendations for continuous improvement.
  • Monitor financial performance, analyze financial data, identify trends and update short and long-term models as needed.
  • Ensure timely and accurate delivery of financial information to Senior Management for critical business decisions.
  • Support the annual budget process and periodic budget reviews to ensure alignment with the company's strategic objectives.
  • Collaborate with Treasury, Tax, Accounting, and business unit FP&A, to align planning assumptions with key stakeholders.
  • Develop a strong understanding of the company's structure and the economics of the utilities business.
  • Build and develop corporate and regulated utility financial models and analyses to provide accurate financial pictures.
  • Ensure all processes are well-documented with appropriate controls in place.
  • Support the implementation of financial systems, processes, and tools that increase efficiency and accuracy of financial planning and analysis.
Requirements
  • Bachelor's degree in Business, Finance, Accounting, or a related field.
  • 5+ years of progressive experience in a highly analytical environment, with relevant experience in a corporate finance setting.
  • 1+ years of leadership experience, with the ability to successfully coach and mentor junior team members.
  • Experience managing complex and multiple initiatives in a fast-paced corporate environment.
  • Strong financial modeling skills, including developing driver-based three-statement models.
  • Passion for analytics and leveraging information systems to distill complexity into clear, actionable insights.
  • Comfort with or willingness to learn financial systems (SAP, HFM, SAC).
  • Willingness to roll up sleeves and problem solve.
  • High attention to detail and a desire to learn.
  • Comfort with ambiguity and an approach to problems based on first principles.
  • Excellent verbal, written, and interpersonal skills.

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